Bookkeeper/Account Manager – Great flexibility!
Location: Portland-Metro area – remote flexibility
Salary: $24-31 an hour
About the Role
This position serves as both a technical operational specialist and a primary client relationship manager for a dynamic, modern accounting group. As the Bookkeeper & Account Manager, you will handle full-cycle bookkeeping, including transaction categorization, balance sheet reconciliations, accounts payable/receivable, and 1099 tracking, while acting as the main point of contact for a portfolio of clients. This role balances hands-on general ledger work with leading client onboarding calls, recurring check-ins, and financial advisory sessions.
We’re looking for a self-motivated, grounded professional who carries themselves with a steady energy and fits an open, collaborative culture where owning results and continuous learning are valued. You will serve as a bridge between internal technical workflows and client leaders, translating complex financial details into clear, supportive, and accessible guidance that helps clients focus on growing their organizations.
Key Responsibilities
- Full-Cycle Bookkeeping: Record monthly transactions, prepare general journal entries, process accounts payable and receivable, and reconcile bank and credit card accounts.
- Client Account Management: Act as the primary point of contact for assigned clients, leading onboarding calls, regularly scheduled check-in meetings, and client advisory sessions.
- Financial Reporting & Maintenance: Prepare and deliver monthly financial packages, maintain updated client process documentation, manage secure passwords, and track annual W-9/1099 compliance.
- Technical Translation: Filter technical accounting queries from team members and communicate questions to clients in a positive, clear, and solutions-oriented manner.
- Special Projects: Execute annual cleanup tasks, financial report preparation for tax filing, and tailored client projects within designated timeframes.
- Cross-Functional Collaboration: Coordinate with internal bookkeeping and operations teams to share client feedback, streamline workflows, and ensure high-quality service delivery.
Requirements
- Active QuickBooks Online (QBO) ProAdvisor certification is required, or must obtain during the onboarding process and renew annually.
- Proven prior experience in full-cycle bookkeeping, account reconciliation, and financial report preparation.
- Strong presentation and communication skills, prior history in a client-facing or account management role preferred.
- High degree of self-management, personal accountability, and time-management skills to run projects independently under limited supervision.
- Ability to translate technical accounting concepts into accessible, clear language for non-finance business owners.
- Proactive problem-solving mindset with a commitment to continuous learning and skill development.
Timing is everything. Whether you are aggressively in a job search or simply passive for the ideal position, we would like to have the chance to share our opportunities with you. We specialize in placement for accounting and finance professionals. Many of our positions are not posted on the internet. Please contact me for more information about this role as well as other opportunities.
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